Relationship Associate - Wealth Management

Overview

Responsible in servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken.

Responsibilities

• Assists the Relationship Manager (RM) in regularly and continuously servicing Wealth Management clients that provide substantial business to the Bank in terms of investments and growth in total assets under management (AUM).
• Supports RM with tasks and projects being undertaken.
• Provides close coordination with RM in regard to client’s transaction activities and documentation requirements, investments, placements and opening of accounts. Checks documents submitted and signed by clients as a result of bookings with Wealth Management.
• Ensures completeness and accuracy of documents from clients with regards to opening of accounts, loan applications and investment bookings in compliance with the Bank as well as legal and regulatory requirements (i.e. BS...